玩股撇步(動畫小學堂)  

  • 大部份公司都有淡旺季, 所以通常是看年增率
  • 如果是成長期(在炒新的成長動能)的公司或景氣從谷底翻揚, 就可以觀察月增率
  • 漲很多的股票要留意營收年增率或月增率大幅減少, 又或者是合約負債已經開始減少
  • 留意短期平均營收向上或向下穿越長期平均營收
  • 觀察累計營收年增率的累計增加或虧損收斂
每月營收 (營收搶先看自結損益)
年/月營收月增率(%)去年同期年增率(%)累計營收累計營收年增率(%)近三月累計營收存貨銷售比備註(年增率變動50%需說明原因)
2024/28.11-7.07-4.9316.8523.6425.85N/A-
2024/18.73-2.9671.578.7371.5723.24N/A鋼構事業認列收入噸數較去年同期增加,致營收增加,主要係112年1月為春節連假,認列噸數較少。
2023/129.063.4425.77110.91-3.0419.711.99-
2023/115.515.77-28.67101.91-4.9619.262.04-
2023/105.2-39.11-36.8296.4-3.1324.951.58-
2023/98.55-23.6426.791.2-0.0930.910.96-
2023/811.20.2748.5282.65-2.2233.330.89-
2023/711.171.7913.6471.45-7.1933.410.89-
2023/610.97-2.79.8560.34-10.1634.420.83-
2023/511.27-7.45-3.5249.37-13.6635.750.8-
2023/412.18-0.95.1138.1-16.2633.010.86-
2023/312.2944.08.5425.92-23.5725.921.13-
2023/28.5467.7-7.5113.63-39.6720.091.46-
2023/15.09-21.21-61.895.09-61.8919.271.52因春節連假,鋼構事業認列收入噸數較去年減少,致收入減少。
2022/126.46-16.3-59.65113.7-16.4522.421.38主要為鋼構事業認列收入噸數較去年減少,導致收入減少。
2022/117.72-6.3-53.87107.24-10.6922.71.36主要為鋼構事業認列收入噸數較去年減少,導致收入減少。
2022/108.2422.1-34.1599.52-3.6922.521.37-
2022/96.75-10.49-43.9591.280.4924.111.15-
2022/87.54-23.27-37.7984.537.2927.351.01-
2022/79.82-1.59-3.476.9915.4831.490.88-
2022/69.98-14.553.6267.1718.8833.260.69-
2022/511.680.8337.5357.1822.0234.60.66-
2022/411.592.3246.9845.518.5932.140.71-
2022/311.3222.7-5.6533.9111.2533.910.81-
2022/29.23-30.9-0.4522.5922.2238.60.71-
2022/113.36-16.5845.0613.3645.0646.110.59-
2021/1216.01-4.3152.89136.0944.6145.260.7主要為鋼構事業認列價、量皆較去年同期增加。
2021/1116.7433.7597.43120.0743.5841.290.77主要為鋼構事業認列收入數量較去年同期增加,導致收入增加。
2021/1012.513.9379.54103.3437.536.670.86主要為鋼構事業認列收入數量較去年同期增加,導致收入增加。
2021/912.04-0.6643.5490.8333.234.331.14-
2021/812.1219.1451.3778.7931.7531.931.23主要為鋼構事業認列收入數量較去年同期增加,導致收入增加。
2021/710.175.5747.9466.6728.7228.31.39-
2021/69.6313.431.2756.525.7826.011.28-
2021/58.57.7532.646.8624.7128.381.18-
2021/47.88-34.3115.3138.3723.0929.161.15-
2021/312.029.46102.6430.4825.2730.480.71主要為鋼構事業認列收入數量較去年同期增加,導致收入增加。
2021/29.270.6814.6218.480.3828.950.74-
2021/19.21-12.08-10.779.21-10.7728.160.76-
2020/1210.4723.55-9.9694.110.025.920.39-
2020/118.4821.6335.5683.6313.1423.830.42-
2020/106.97-16.926.4475.1511.0723.360.43-
2020/98.394.7530.4468.189.723.270.51-
2020/88.0116.44-15.5959.87.3122.220.53-
2020/76.88-6.3215.2451.7912.0120.620.57-
2020/67.3414.5513.3144.9111.5320.580.47-
2020/56.41-6.293.237.5811.1919.170.51-
2020/46.8415.431.7531.1712.9920.850.47-
2020/35.92-26.76-10.4824.3316.6124.330.0-
2020/28.09-21.6210.8518.4129.230.040.0-
2020/110.32-11.2848.4610.3248.4628.210.0-
2019/1211.6386.0267.785.55-20.2323.40.0-
2019/116.2513.4515.8173.91-26.310.0N/A-
2019/105.510.0-31.8867.66-28.70.0N/A-
N/AN/AN/AN/AN/AN/A0N/A
N/AN/AN/AN/AN/AN/A0N/A
N/AN/AN/AN/AN/AN/A0N/A
N/AN/AN/AN/AN/AN/A0N/A
N/AN/AN/AN/AN/AN/A0N/A
N/AN/AN/AN/AN/AN/A0N/A
N/AN/AN/AN/AN/AN/A0N/A
股價
長短期營收
營收年增率
存貨銷售比
由營收觀察是否有淡旺季的情況
年/月營收年/月營收年/月營收年/月營收年/月營收
2024/18.732023/15.092022/113.362021/19.212020/110.32
2024/28.112023/28.542022/29.232021/29.272020/28.09
N/AN/A2023/312.292022/311.322021/312.02020/35.92
N/AN/A2023/412.182022/411.592021/47.882020/46.84
N/AN/A2023/511.272022/511.682021/58.52020/56.41
N/AN/A2023/610.972022/69.982021/69.632020/67.34
N/AN/A2023/711.172022/79.822021/710.172020/76.88
N/AN/A2023/811.22022/87.542021/812.122020/88.01
N/AN/A2023/98.552022/96.752021/912.042020/98.39
N/AN/A2023/105.22022/108.242021/1012.512020/106.97
N/AN/A2023/115.512022/117.722021/1116.742020/118.48
N/AN/A2023/129.02022/126.462021/1216.012020/1210.47
  • 每季的合約負債通常會反應在未來半年到一年後的營收
合約負債-近20季, 最新合約負債佔股本: 43.97%
合約負債 QoQ YoY
23Q4 (20)18.3467.874.67
23Q3 (19)10.93-0.096.01
23Q2 (18)10.94-11.9919.17
23Q1 (17)12.4318.3810.39
22Q4 (16)10.51.84-24.41
22Q3 (15)10.3112.31-19.95
22Q2 (14)9.18-18.47-22.4
22Q1 (13)11.26-18.9378.16
21Q4 (12)13.897.84262.66
21Q3 (11)12.888.88319.54
21Q2 (10)11.8387.18425.78
21Q1 (9)6.3265.010
20Q4 (8)3.8324.760
20Q3 (7)3.0736.440
20Q2 (6)2.2500

每月營收相關資訊

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